power grid equipment
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Jun 18, 2026 by Andy Lubershane · across every show →
Everything said about power grid equipment, oldest first
Jun 18, 2026 bearish
Lubershane: Grid equipment costs 2-3x more and takes 3-5 years to deliver
“Anything you want to order today is probably going to take three plus years in the case of gas turbines, probably more like five years to be able to get your hands on. Anything you order today, whether it's a turbine or a transformer or just the, you know, alu…”